Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $509,745 | $155,555+227.7% | $146,866+247.1% | $155,188+228.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.70% | 115.41%-102.7pp | 102.85%-90.2pp | 148.84%-136.1pp |
| Employer contribution / active EE | $20,038 | $4,647+331.2% | $4,425+352.9% | $4,248+371.7% |
| Participant deferral / active EE | $25,375 | $8,044+215.4% | $7,759+227.0% | $6,531+288.5% |
| Admin fee / account holder | $2,211 | $14,755-85.0% | $13,620-83.8% | $14,480-84.7% |